AGENCYWORKFLOW
Run your agency
from agreement to payment.
Clients, contracts, invoices, and the books — one workflow.
THE WORKFLOW
Agreement to payment, without the scramble.
CONTRACTS
Write it once. Send it to the client.
A library of modules becomes a template. A template becomes the agreement — then the invoice.
MSA
The umbrella for the relationship.
SOW
The scoped work, and how it bills.
Maintenance
The retainer that keeps running.
NDA
The quiet agreement.
INVOICING
They pay you. Stripe handles the card.
Checkout runs on your connected Stripe account. Clients open the portal for the invoice, the statement, and the pay button.
01
Stripe Connect Express
Payouts land in your account, not ours.
02
Client portal
Invoices and statements, in one place they can open.
03
One workflow
The agreement you sent is the work you bill.
BOOKKEEPING
The ledger stays next to the work.
Not a second app for the books. The same clients, the same money.
01
Chart of accounts
A chart that matches an agency.A chart that matches an agency, not a generic ledger.
02
Journal
The entries behind every invoice.The entries behind every invoice and bill.
03
Banking
Reconcile the bank with what you recorded.Reconcile what hit the bank with what you recorded.
04
Reports
See the books without exporting them first.
TICKETS AND LINEAR
A request on the client. An issue in Linear.
Keep tickets simple: a request, a status, an owner, tied to the client. Connect your Linear workspace when you want the issue there.
- Convert a ticket into a Linear issue.
- Clients, agreements, and projects can wire into your Linear workspace.New clients, agreements, and projects can wire into your Linear workspace.
- Linear stays theirs. This is not a second project tool.
STILL AHEAD
More of the agency.
Not all of this is here yet. This is where the product is going.
- Recurring client tasks and reminders
- Agreement progress
- Rate cards, budgets, expenses, forecasts
- Pipeline, estimates, and proposals
- Reports across the work
- Contractor time and submitted invoices
- Embedded AI, later
PRICING
Free to run your agency.
2%
on invoice payments
Stripe Connect Express. We keep 2% when a client pays an invoice — on top of Stripe’s processing fees. No card to start. Paid plans aren’t priced yet.
- Clients and a client portal
- Contracts — MSA, SOW, maintenance, NDA
- Invoices and Stripe Checkout
- Books — accounts, journal, banking, reports
- Tickets, and Linear when you connect it